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Tiemann Investment Advisors 13F Portfolio

Portfolio Manager
Tiemann Investment Advisors LLC
Performance
+5.87% (2026 Q2)
AUM (13F)
$276.05M
# of Holdings
207
Performance Rank
Allocation (Top 20)
53%
Latest filing
Q2 2026

Tiemann Investment Advisors LLC Holdings Map

Top 50 Tiemann Investment Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AGG
ISHARES TR
7.96%222.1K$22.0M
+5.32%(+11.22K)
2025-Q2: 187.4K shares2025-Q3: 195.0K shares2025-Q4: 206.5K shares2026-Q1: 210.9K shares2026-Q2: 222.1K shares
$106.17(-8.24%)
2026-06-30
AAPL
APPLE INC
5.94%56.7K$16.4M
-4.31%(-2.55K)
2025-Q2: 61.2K shares2025-Q3: 61.3K shares2025-Q4: 58.1K shares2026-Q1: 59.2K shares2026-Q2: 56.7K shares
$59.70(+413.66%)
2026-06-30
IUSB
ISHARES TR
5.12%306.5K$14.1M
+1.58%(+4.75K)
2025-Q2: 286.8K shares2025-Q3: 294.4K shares2025-Q4: 295.4K shares2026-Q1: 301.8K shares2026-Q2: 306.5K shares
$45.10(+0.79%)
2026-06-30
IEFA
ISHARES TR
4.58%131.0K$12.6M
-0.40%(-531)
2025-Q2: 133.3K shares2025-Q3: 133.4K shares2025-Q4: 133.7K shares2026-Q1: 131.5K shares2026-Q2: 131.0K shares
$63.70(+58.62%)
2026-06-30
MSFT
MICROSOFT CORP
3.43%25.4K$9.5M
-2.23%(-580)
2025-Q2: 27.6K shares2025-Q3: 27.4K shares2025-Q4: 25.3K shares2026-Q1: 26.0K shares2026-Q2: 25.4K shares
$40.67(+1136.28%)
2026-06-30
JPST
J P MORGAN EXCHANGE TRADED F
3.22%175.9K$8.9M
+2.14%(+3.68K)
2025-Q2: 176.8K shares2025-Q3: 160.6K shares2025-Q4: 160.8K shares2026-Q1: 172.3K shares2026-Q2: 175.9K shares
$50.39(+0.13%)
2026-06-30
GSST
GOLDMAN SACHS ETF TR
3.14%171.5K$8.7M
+5.80%(+9.39K)
2025-Q2: 171.1K shares2025-Q3: 153.8K shares2025-Q4: 157.9K shares2026-Q1: 162.1K shares2026-Q2: 171.5K shares
$50.18(+0.55%)
2026-06-30
NVDA
NVIDIA CORPORATION
2.59%35.7K$7.1M
-7.29%(-2.81K)
2025-Q2: 47.6K shares2025-Q3: 46.2K shares2025-Q4: 41.4K shares2026-Q1: 38.5K shares2026-Q2: 35.7K shares
$5.83(+3679.91%)
2026-06-30
GOOGL
ALPHABET INC
2.2%17.0K$6.1M
-6.66%(-1.21K)
2025-Q2: 19.3K shares2025-Q3: 19.1K shares2025-Q4: 16.9K shares2026-Q1: 18.2K shares2026-Q2: 17.0K shares
$53.99(+551.04%)
2026-06-30
JPM
JPMORGAN CHASE & CO
2.03%17.1K$5.6M
-1.61%(-280)
2025-Q2: 17.8K shares2025-Q3: 17.6K shares2025-Q4: 17.0K shares2026-Q1: 17.4K shares2026-Q2: 17.1K shares
$56.78(+536.60%)
2026-06-30

About Tiemann Investment Advisors LLCโ€™s portfolio

Tiemann Investment Advisors LLC reports $276.05M in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are AGG (8.0%), AAPL (5.9%) and IUSB (5.1%). The top 20 holdings account for 53% of reported assets. Its disclosed equity book has returned +43.22% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
AGG โ€” 10.8% ($21.99M)AAPL โ€” 8.0% ($16.40M)IUSB โ€” 6.9% ($14.15M)IEFA โ€” 6.2% ($12.65M)MSFT โ€” 4.6% ($9.48M)JPST โ€” 4.4% ($8.90M)GSST โ€” 4.3% ($8.67M)NVDA โ€” 3.5% ($7.15M)GOOGL โ€” 3.0% ($6.08M)JPM โ€” 2.7% ($5.60M)Other โ€” 45.5% ($92.81M)
54%in top 10
  • AGG10.8%
  • AAPL8.0%
  • IUSB6.9%
  • IEFA6.2%
  • MSFT4.6%
  • JPST4.4%
  • GSST4.3%
  • NVDA3.5%
  • GOOGL3.0%
  • JPM2.7%
  • Other45.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

Added to
6
AGGISHARES TR+5.3%
GSSTGOLDMAN SACHS ETF TR+5.8%
IUSBISHARES TR+1.6%
JPSTJ P MORGAN EXCHANGE TRADED F+2.1%
+2 more
Trimmed
43
AAPLAPPLE INC-4.3%
NVDANVIDIA CORPORATION-7.3%
GOOGLALPHABET INC-6.7%
GOOGALPHABET INC-8.8%
+39 more

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Source filings

Holdings on this page are parsed from Tiemann Investment Advisors LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1575151). View Tiemann Investment Advisors LLCโ€™s 13F filings on SEC

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